Have Your Retirement Plans Changed Due To The Recent Stock Market Decline?

This is a common question many people are trying to figure out these days. Can they retire? If so, when? Will they have to work longer than they thought just a year or two ago? What kind of investment returns are required to retire when they want to? What are the best investment options to achieve those returns with the least amount of risk?

I just sent out my quarterly client letter and included for the first time a retirement projection worksheet to help my clients answer some of these questions. As clients I am offering to run retirement projections for them for free, but I decided that since many of my readers are approaching retirement age, I would offer to do the same for them for a small fee.

If you would like some clarity on your current outlook for your retirement, feel free to download and complete Peridot Capital’s retirement projection questionaire. For a one-time fee of $99 (sorry, it is free for clients only) I will be happy to run your personalized retirement projections to give you more comfort in your retirement plan and the timetable for it. You can also discuss the completed projections with me upon receipt (allow 2-4 weeks for the projections to be completed, based on demand) if you would like.

Blog Archive by Category

Peridot Capital Management LLC is a registered investment advisor in the states of Maryland, Missouri, Texas, and Washington. The firm may not transact business in states where it is not appropriately registered or excluded and/or exempted from registration. In most states, a registered investment advisor is exempt from registration if it has fewer than six clients who are residents of that state. As a result, Peridot Capital Management LLC is permitted to provide services to residents outside of the states listed above and when required will apply for registration in additional states. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

The content published on our blog represents the opinions of Mr. Brand and he and/or his clients may hold positions in securities discussed. Such positions will be disclosed at the time of publication, although subsequent changes to those positions will be made without notification. The information contained in blog posts is believed to be accurate when published, however, mistakes could be made. As a result, do not rely on the content exclusively for your investment due diligence.
The commentaries published do not way constitute investment advice, as readers' personal investment goals and risk tolerances will dictate which investments are appropriate for them. Our blog is meant to be one of many sources for readers to conduct their own research into specific investments. Consult an investment professional before acting solely on information found on this site. If you do not have an investment professional to work with, you may contact Peridot Capital Management LLC directly.